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The bottom-line-padding, stock-price-fueling stock buyback from hyperscalers may now be on pause as they spend aggressively on AI infrastructure. Combined buybacks for Alphabet (GOOGL), Amazon (AMZN), Meta (META), Microsoft (MSFT) and Oracle (ORCL) — aka the country's main AI hyperscalers — fell to a mere $4.4 billion in the third quarter, per numbers crunched by the Kobeissi Letter. This marks the lowest dollar amount spent dating back to the third quarter of 2017. The third quarter also represented the third straight quarter buybacks have been below $5 billion. Share repurchases for this group have dropped a stunning 90% since the $45.9 billion peak recorded in the fourth quarter of 2021.
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